A complete list of active advisors currently associated with Innovative Wealth Management
Warmer can help you find a great advisor at Innovative Wealth Management or one who fits your needs even better.
Innovative Wealth Management serves individual and high‑net‑worth clients with ongoing portfolio management, financial planning, and pension consulting, and also facilitates access to third‑party money managers and private investment funds. The firm provides both one‑time financial plans and ongoing advisory relationships that include account aggregation, client reporting, and a client portal. Investment decisions are documented in individualized Investment Policy Statements and managed either directly or, on a limited basis, through the Charles Schwab Institutional Intelligent Portfolios™ platform, which the firm uses for automated rebalancing and tax‑loss harvesting. The firm describes its process as “Human Robo” advising, combining client interviews and technology with methods that include fundamental, quantitative, technical, and modern portfolio theory approaches and both long‑ and short‑term trading. Noteworthy distinctions include the firm’s subscription offering — a quarterly newsletter, “Quarterly Market Commentary,” and subscription‑style ongoing planning services — features that are uncommon among similarly sized team firms. The firm also requires custody with Schwab Institutional or Altruist and discloses that supervised persons are licensed insurance agents who receive commissions, which the brochure identifies as a potential conflict of interest to be managed.
To learn more about the advisors currently working at Innovative Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Innovative Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Trumbull, CT
| 1
| |
Chester Springs, PA
| 5
| |
Trumbull, CT
| 26
| |
Trumbull, CT
| 5
|
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